Adding documents to deals using Google Drive

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6 Comments

  • alex shchukin

    Could Google Drive be integrated with Zendesk support?

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  • Sophie McMonagle

    alex shchukin thanks for the comment - I can't see this functionality in Support currently.

    It's a good question to raise with Voice of the Customer: https://support.zendesk.com/hc/en-us/articles/360022367413-Introduction-to-Voice-of-the-Customer-VoC-program

     

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  • Jake K

    Suppose you have a colleague in Sell collaborating with you on a certain deal. Can they automatically access any documents you add to the linked Google Drive folder? Or do you need to manually go to Drive and share each deal folder with the appropriate collaborators?

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  • Michael Kaloutas

    Hello, I downloaded the app for google drive however when I add a new folder for a deal it sets up under MyDrive.  I need it to be set up under a specific shared drive.  how do i do that?

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  • Katie Dougherty
    Zendesk Community Team

    Hi Jake K,

    If you add a colleague in Sell as a collaborator, they will automatically be able to see all the information on a Deal, including the attached documents (except for email conversations if those are kept private). However, you will need to share those files in Google Drive with your colleagues if you want them to be able to click on them and have access to the document in Drive. 

    I hope this helps answer your question! Please feel free to reach out with any follow-up questions. 

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  • Katie Dougherty
    Zendesk Community Team

    Michael Kaloutas,

    Thank you for reaching out!

    I'm afraid shared drives cannot be added through the Google Drive integration with Sell. Your personal Google Drive folders can be shared with other individuals and attached to records in Sell.

    I will be sure to pass your feedback along to our Product Team to see if other accounts share this need and ask if this functionality can be added to Sell.

    Have a great rest of your day! 

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